The Vanguard Information Technology ETF (NYSEMKT: VGT) has a staggering $130.3 billion in net assets, making it by far the ...
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Technology has been a dominant force in the stock market for the last two decades. Some of the world's most valuable companies, such as Nvidia, Meta Platforms, and Advanced Micro Devices, belong to ...
Nvidia, Microsoft, Apple, and Broadcom are the top four holdings in both QQQ and VGT. VGT has outperformed QQQ over the past decade by over 140%. The high concentration in a few stocks makes VGT a ...
The explosive growth of generative artificial intelligence is triggering a significant capital reallocation within the technology sector. This dynamic creates a ...
VGT is missing key tech stocks because of how they're categorized by sector. Nvidia, Microsoft, and Apple account for over 45% of VGT. QQQ has outperformed VGT since VGT's inception. Both ETFs ...
We do not believe that tech is in bubble territory. We see pockets of irrationality and excess risk-taking, particularly in AI hype names, but this is not pervasive, and it is too extreme to ...
Big technology companies show no signs of slowing their spending on artificial intelligence, even though a payoff still looks a long way away. By Karen Weise Karen Weise covers technology from Seattle ...